|
251
|
Commerce Bank
Kansas City,
Missouri
|
$740K
|
–
|
–
|
–
|
|
|
252
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$739K
|
+$25.3K
|
+426
|
+4%
|
|
|
253
|
Parsons Capital Management
Providence,
Rhode Island
|
$729K
|
+$10.7K
|
+180
|
+2%
|
|
|
254
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$728K
|
-$29.6K
|
-498
|
-4%
|
|
|
255
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$715K
|
-$98.2K
|
-1,650
|
-13%
|
|
|
256
|
One Day In July LLC
Burlington,
Vermont
|
$713K
|
+$413K
|
+6,942
|
+181%
|
|
|
257
|
Kestra Private Wealth Services
Austin,
Texas
|
$712K
|
+$265K
|
+4,446
|
+70%
|
|
|
258
|
Accredited Investors
Edina,
Minnesota
|
$709K
|
–
|
–
|
–
|
|
|
259
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$702K
|
+$3.93K
|
+66
|
+0.6%
|
|
|
260
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$688K
|
+$19.6K
|
+330
|
+3%
|
|
|
261
|
Hobart Private Capital
Charlotte,
North Carolina
|
$681K
|
–
|
–
|
–
|
|
|
262
|
Security Financial Services
Fort Wayne,
Indiana
|
$680K
|
-$56.4K
|
-948
|
-8%
|
|
|
263
|
Wealthquest
Cincinnati,
Ohio
|
$679K
|
–
|
–
|
–
|
|
|
264
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$678K
|
+$169K
|
+2,844
|
+38%
|
|
|
265
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$677K
|
+$141K
|
+2,376
|
+30%
|
|
|
266
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$677K
|
–
|
–
|
–
|
|
|
267
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$671K
|
+$73.2K
|
+1,230
|
+14%
|
|
|
268
|
Steward Partners Investment Advisory
New York
|
$666K
|
+$134K
|
+2,250
|
+29%
|
|
|
269
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$666K
|
+$70.3K
|
+1,182
|
+13%
|
|
|
270
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$664K
|
–
|
–
|
–
|
|
|
271
|
CapWealth Advisors
Franklin,
Tennessee
|
$659K
|
–
|
–
|
–
|
|
|
272
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$659K
|
+$593K
|
+9,972
|
New
|
|
|
273
|
EP Wealth Advisors
Torrance,
California
|
$648K
|
+$156K
|
+2,628
|
+37%
|
|
|
274
|
Creative Financial Designs
Kokomo,
Indiana
|
$639K
|
-$28.6K
|
-480
|
-5%
|
|
|
275
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$636K
|
-$505K
|
-8,490
|
-47%
|
|
